Excel 2013 Dashboard Design [Video]

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Video Details

ISBN 139781849696388

Course Length2 hours and 32 mins

About This Video

Utilize your existing data and turn it into valuable business intelligence

Present key information with straightforward, eye-catching reports

Build highly interactive reports using some of the best new features in Excel 2013

Implementation of these techniques is made simple with this easy to follow, step by step guide

Who This Video Is For

If you want to substantially increase your value to any organization, as an employee, consultant, or freelancer, opening up the door for raises, promotions, or additional contracts, then dashboard design is an extremely worthwhile and marketable skill to learn. If you’re an analyst of any kind, you know the value of effectively presenting your work. This course is designed to take your intermediate-level Excel skills to the next level and beyond.

Table of Contents

Dashboard Outputs and Inputs

Beginning with the End in Mind

Empowering your Audience

Connecting to MS Access

Connecting to MS SQL Server

Using data in your Excel Sheet

Implementing PowerPivot

Importing Data into PowerPivot

Adding Data from Excel to PowerPivot

PowerPivot Relationships and Hierarchy

Creating Calculated Fields

Implementing KPIs

Working with PivotTables

Constructing PivotTables (part 1)

Constructing PivotTables (part 2)

PivotTable Formatting and Options

PivotTable Design and Layout

Adding a Calculated Field and KPI

Constructing Your Framework

Creating a PivotChart

Customizing a PivotChart

Creating a Combo Chart

Customizing a Combo Chart

Creating Text-highlight Cells

Stylizing Your Data

Formatting the Dashboard Sheet

Referencing a PivotTable

Conditional Formatting

Implementing Sparklines

Enhancing Sparklines using Named Ranges

Adding Interactivity

Implementing Slicers

Customizing Slicers

Employing Timelines

Utilizing Hyperlinks

Utilizing Power View

Creating a Power View

Creating Drill-downs in Power View

Using Filters in Power View

Implementing Tiles in Power View

Visualizing Multiples in Power View

Publishing Your Dashboard

Cleaning Up and Locking Down

Backwards Compatibility and SharePoint Distribution

Sharing on Microsoft SkyDrive

Publishing on Office 365 SharePoint

Printing and Exporting to PDF

What You Will Learn

Master the dashboard planning and design process by incorporating feedback from your audience, setting yourself up for success

Import data from your SQL or Access Database, or another spreadsheet, so that you can utilize all the relevant data in your dashboard

Implement PowerPivot as a flexible aggregation point for all your data, creating a bridge between Excel and your data sources

Utilize PivotTables to aggregate, slice, and present data exactly how your audience needs to see it

Add interactive features that put your audience in control of the data that they see, allowing them to drill down and focus on what is important to them

Quickly create a sleek and powerful dashboard using the new Power View feature

Explore the publishing options for your dashboard and deploy it using the most effective medium for your audience

In Detail

As businesses collect increasing amounts of vital data, the need for an effective and intuitive interface increases every day. Excel 2013 is a natural tool to handle these business intelligence projects because you’re working in a familiar environment and harnessing Microsoft’s powerful enterprise-level software. This video course provides you with all the information you need to know to create a fully interactive dashboard, making you invaluable to your organization.

Excel 2013 Dashboard Design will show you how to turn your organization’s data into a powerful and interactive dashboard. By learning these easy-to-implement, advanced techniques, you can impress and empower the decision-makers in your organization, making you an irreplaceable asset.

Excel 2013 Dashboard Design begins by creating a vision for the dashboard with the help of stakeholders, and then moves on to gathering the data and building each element of the dashboard. The course ends with comparing distribution strategies appropriate for every size and type of organization.

The first section, Outputs and Inputs, covers the strategic aspects of planning your finished product and bringing in all of the necessary data from your database or Excel workbook. We then explore PowerPivot, a powerful bridge between your raw data and Excel. PivotTables will help us slice our data in a flexible manner, and Charts give us at-a-glance comprehension of important metrics and trends. Stylizing and Interactivity enhance the user experience and present the information in a manageable format. Publication can be problematic without proper planning, but we’ll cover the most effective ways to distribute your dashboard to any type or size of audience.

Excel 2013 Dashboard Design will guide you through your entire project, start to finish, covering every part of the process in depth. Since you’ll not only learn how to do each task, but also why it would be beneficial for you, you’ll be able to easily translate your learning into your own dashboard design project.

Authors

Tony Kau

Tony Kau is a Tableau Desktop 8 Qualified Associate, and he is putting its power to use in his role as a reporting analyst for a Fortune 500 company. His analytical background spans a decade, during which he has used a variety of business intelligence software, though none were better than Tableau. His passion is efficiently leveraging data to inform strategic business decisions.

He holds a degree in Business Administration from the University of Oregon, and his background includes web design, programming, and financial analysis. He currently operates TrendExhaustion.com in his spare time.

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